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Sandra.Arnold

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How do I export my Prospero reports to Excel?

Prospero provides you with the ability to export your standard row-and-column reports directly to an Excel spreadsheet from the report workspace.  Exported reports can retain as much (or as little) of the Prospero formatting and information – number format, font, color, hidden rows, etc. – as you want. After your report is run, the Export to Excel option on the report context ribbon will export the report to Excel. You can export to Excel from the report viewer workspace or from the published report workspace. The exported report will correspond to the report rendered in the Prospero report workspace. Whenever you drill down on any report, opening a new tab or window, you will use the Export to Excel option to export your workspace report to a new worksheet - specifically for that drill down information.

 

You can set your Excel export preferences from within Prospero - either as a global default or when you design your report: Prospero’s Output Defaults allow you to select the information and formatting to be included in your Excel exports. These are configured either as system-wide Excel output settings for all of your Prospero reports or on your specific report’s Report Definition Output tab.  The latter can always override the former at runtime.

 

Your Output options are:

  • Number Formatting – When this option is checked, the number formatting (currency, percentage, decimal precision, etc.) you define on the Prospero report (in the Line, Column or Report Definition) will be preserved when exporting. If this is not selected, standard Excel settings will be applied.
  • Fonts – If this option is checked, the font defined on the Prospero report (in the Line, Column or Report Definition) will be preserved when exporting.
  • Text Color – Exports the text color defined on the Prospero report (in the Line, Column or Report Definition).
  • Background Color – Exports the background color defined on the Prospero report (in the Line, Column or Report Definition).
  • Hidden Rows – When this option is checked, the rows defined on the Prospero report as “hidden” (using the “Suppress” Line Definition field), will be included when exporting. These rows will be minimized to a row height of 0 so that they do not “appear” (and the report “looks” like the original report). Maximizing the row height will show the row. However, if this option is not selected, hidden row information will not be exported to the Excel worksheet.
  • Vertical and Horizontal Lines – This option will export the vertical and horizontal lines (and their weight) defined on the Prospero report (in the Line, Column or Report Definition). If this is not selected, your report’s lines will not appear. NOTE: In order for your lines to appear in the same color in which they are defined in Prospero you must also select the “Text Color” option.

 

The default out-of-the-box Prospero setting is for all Output options to be selected.

 

Step-by-step: Using the Export to Excel option:

1.)    Run your report or your published report.

2.)    Select the Export to Excel option from the context ribbon.

3.)    When prompted, enter a name for your new Excel export.

4.)    You will see a progress meter while your report is exported and the file will then open in Excel.

NOTE: The more Output options you select, the longer your export to Excel process may possibly take. The progress meter will show you that the export is running and when it completes.

 

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